# SUMMIT INVESTMENT ADVISORY SERVICES, LLC

SUMMIT INVESTMENT ADVISORY SERVICES, LLC of ROSEVILLE, MN is an SEC-registered investment adviser.

## Registration

- CRD: 168594
- Type: SEC-registered investment adviser
- SEC file number: 801-110650
- Location: 3065 CENTER POINTE DRIVE, SUITE 2, ROSEVILLE, MN, 55113
- Phone: (651) 490-2939
- Latest filing: 2026-07-22
- Regulatory AUM: $745.8M
- Discretionary AUM: $740.1M
- Non-discretionary AUM: $5.8M
- Clients: 11
- Accounts: 2,466

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Sean Patrick Mcdermott | CEO/PRESIDENT; OWNER | — |
| Christopher Matthew Schurmann | CHIEF COMPLIANCE OFFICER | — |
| MCDERMOTT DEAN PATRICK | CEO/PRESIDENT; OWNER | — |
| ROGERS TIMOTHY DAVID | CHIEF COMPLIANCE OFFICER; OWNER | — |
| KRAMPE NATHAN ANDREW | INVESTMENT ADVISER REPRESENTATIVE | — |
| CASKEY SCOTT EDWARD | OWNER; WEALTH ADVISOR | — |
| CARLSON BRIAN JEREMY | OWNER; WEALTH ADVISOR | — |
| Russell David Rogers | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168594/similar
- Related entities: https://search.stillhousedata.com/firm/168594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168594

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.